This automation scenario allows you to connect Zoho Checkout and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Zoho Checkout
Triggers when a payment is received successfully.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Send Slack messages with new payments in Zoho Checkout.
Part I
First, we need to connect Zoho Checkout and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Checkout to Zapier.
Give Zapier access to your Zoho Checkout account, using Zoho Checkout credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho Checkout
Choose the following trigger: Payment Success (Triggers when a payment is received successfully.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Checkout and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack messages with new payments in Zoho Checkout!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
To fetch customer details
Triggers when a payment is received successfully.
List of the organization
Triggers when a payment is refunded successfully.
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